Competence reports

Accessing Competence reports is done from the QMS reports (QMSREPORTS) application.

Tip

Navigate to the application

Option 1: RamBase menu → Quality → Reports → QMS reports

Option 2: Click the Program field and type "QMSREPORTS" and press ENTER.

Competence overview

The table below describes the sections in the Competence overview area of the Competence main page.

Sections	Icon	Description
Documents read		Displays an overview of the total amount of documents read in the current and previous year.
Documents co-signed		Displays an overview of the total amount of documents co-signed in the current and previous year.
Competence profiles added		Displays an overview of the total amount of competence profiles added in the current and previous year.
Status - all user	- Users with overdue competence requirements - Users without assigned competence profiles - Users who have completed all assigned competence requirements - Users with competence requirements within the assigned timeframe - Users with competence requirements pending action by others	Displays a diagram of all statuses related to competence requirements.

1. Competence status per organizational unit

The Competence status per organizational unit report provides an overview of the number of users in each organizational unit and the reading status they have for competence profiles and documents. This report can be filtered by Organizational units.

Columns	Description
Organizational Unit	Name of the organizational unit.
Users	Total number of users in the organizational unit.
Users - All read	Percentage of users who have marked Read and Understood on all documents.
Users - Documents OK	Percentage of users who have marked Read and Understood and co-signed all documents. This percentage does not include co-signing for training.
Read documents	Percentage of documents that are read in the organizational unit within the assigned reading interval.
Competence Profiles Status	Displays how many competence profiles are in each status. The statuses include: Green: All requirements are completed. Yellow: Incomplete competence requirements within the assigned interval. Blue: Pending actions by others. Red: There is at least one incomplete competence requirement outside the assigned reading interval.
Document reading Status	Displays how many documents are in each status. The statuses include: Green: All requirements are completed. Yellow: Incomplete competence requirements within the assigned interval. Blue: Pending actions by others. Red: There is at least one incomplete competence requirement outside the assigned reading interval.

2. Competence status per user

The Competence status per user report provides an overview of user reading status for competence profiles and documents. This report can be filtered by Organizational units.

Columns	Icon	Description
User		Name of the user.
Competence status		Displays an icon based on the reading status of all requirements.
Competence Profiles Status		Displays how many competence profiles are in each status for the user. The statuses include: Green: All requirements are completed. Yellow: Incomplete competence requirements within the assigned interval. Blue: Pending actions by others. Red: There is at least one incomplete competence requirement outside the assigned reading interval.
Document reading Status		Displays how many documents are in each status for the user. The statuses include: Green: All requirements are completed. Yellow: Incomplete competence requirements within the assigned interval. Blue: Pending actions by others. Red: There is at least one incomplete competence requirement outside the assigned reading interval.

3. Reading status per competence profile

The Reading status per competence profile report displays status per competence profile, the total amount of users the competence profile is assigned to, and the reading status for competence profiles and documents. This report can be filtered by Organizational units.

Columns	Description
Competence profile	Name of the competence profile.
Users	Total number of users in the competence profile.
Users - All Read	Percentage of users who have read all documents in the competence profile.
Read documents	Percentage of documents read by all users in the competence profile.
Competence profiles status	Displays how many competence profiles are in each status for all users assigned to the competence profile.
Document status	Displays how many documents are in each status for all users assigned to the competence profile.

4. Competence Profile status per user

The Competence profile status per user report provides an overview of the number of users who have the selected competence profiles as well as the users' competence profile and document reading status. This report can be filtered by Organizational units.

Columns	Icon	Description
Organizational unit		Name of the organizational unit.
User		Name of the user.
Profiles		Number of competence profiles the user is added to.
Read		Number of competence profiles the user has read completely.
Not Read		Number of competence profiles the user has not read completely.
Documents		Number of documents the user has as a reading requirement.
Read		Number of documents the user has read.
Not Read		Number of documents the user has not read.
Read in %		Percentage of documents the user has read.
Competence profiles		Competence profiles assigned to the user and the status of the competence profile. Click the Competence profiles icon to view the status.

5. Documents reading status per user

This report provides an overview of the reading status per user, per document. This report can be filtered by Organizational units and Folders.

Important

This report is only available via download. A preview of the report's columns is provided in the system. After selecting the desired filters, click the Download report button. The report will be sent to your email.

Columns	Description
Folder	Name of the folder.
Document ID	Identification number of the document.
Version	Document version.
Green	Total number of documents read within the assigned reading interval.
Yellow	Total number of documents in the folder close to expiration.
Blue	Total number of documents in the folder that have been read but need co-signing.
Red	Total number of expired documents in the folder.

6. Reading status for one user

This report displays the reading status for a single user and when the user read the documents. This report can be filtered by Time.

To display the report, select a user from the User filter. Then click, Apply. The report can also be filtered by Competence profiles and Quality documents for the selected user.

Note

This report includes the option of displaying historical connections. Historical connections are previously connected competence profiles or documents.

To display historical connections, toggle on the Include historical connections button.

Columns	Description
Competence profile	Name of the competence profile.
Document Collection	Name of the document collection
Document ID	Identification number of the quality document.
Quality Document	Title of the document.
Last read date	Date and time the document was read.
Read before date	Date and time the document should be read within.
Reading status	Reading status of the document.
Co-signed by	Name of the co-signer. If no co-signer, the field is empty
Co-sign comments	Comments from the co-signer. If no comments are left, the field is empty.

7. Reading/training status for one document

This report displays the users who have read a specific document and when the users read the document. This filter can be filtered by Time and Organizational units.

To display the report, select a document from the Quality document filter. Then, click Apply.

Note

This report includes the option of displaying historical connections. Historical connections are previously connected profiles or documents.

To display historical connects, toggle on the Include historical connections button.

Columns	Description
User	Name of the user.
Organizational unit	Name of the Organizational Unit.
Document ID	Identification number of the document.
Status	Reading status of the document.
Last read date	Date and time the document was read.
Read before date	Date and time the document should be read within.
Co-signed by	Name of the co-signer. If no co-signer, the field is empty.
Co-signed at	Date and time the document was co-signed. If no co-signer, the field is empty.
Co-sign comments	Comments from the co-signer. If no comments are left, the field is empty.

8. User reading status per profiles and collections

This report displays the competence profile status for individual users. For competence profiles that include multiple document collections, the status is shown for each collection separately. This report can be filtered by Organizational units.

Important

Columns	Description
Competence profiles	Name of the competence profile.
Document collection	Name of the document collection.
Users	Name of the user in the competence profile.

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QMS